Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Paraplanner at Peak Retirement

Columbus, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Aug, 26

Salary

0.0

Posted On

09 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Tax Reporting, Client Support, Meeting Presentation, Series 65, Life & Health License, CFP Certification, CKA Credential

Industry

Financial Services

Description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. At Peak, we integrate Christian and conservative values and biblical principles in everything we do. What We Look For 🚀 A+ Player Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed. Hates working with B and C players. Does not need to be told twice what to do. Foxhole Team Member Has a servant's heart and a purpose bigger than themselves. Will help a team member fix a flat on the side of the road at 6am. Goes above and beyond to provide a "White Glove Service" to our clients. Rocketship Mentality Excited to join a fast-growing startup with extreme upside. Growth Mindset in all areas of life - professionally, personally, physically, and spiritually. "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job). Paraplanner Main Responsibilities🚀 No Experience Needed The ability to earn your Series 65 and Life & Health license CFP® candidate or actively pursuing CFP® certification Interest in obtaining the CKA® Credential Prepare financial plans, tax reports, and meeting presentations for advisors Attend client meetings and provide real-time support to advisors Handle miscellaneous tasks as assigned to support advisor productivity Receive extensive mentorship and training to develop into a financial planner Focus exclusively on service, not sales

Responsibilities

Prepare financial plans, tax reports, and meeting presentations to support advisors. Attend client meetings and provide real-time support while focusing exclusively on service rather than sales.